In addition to the pVault® Universal settings (Universal Settings), the following settings are specific to MatrixCare Enterprise Financials bridged APFlow™ systems.
Disable Invoice Routing |
Important: This is an all or nothing setting.
If you select True, invoice routing functionality is disabled and the Invoice Routing icon in the Invoice Entry toolbar does not display.
If you select False, invoice routing functionality works as expected, which allows the Processor to route invoices to Reviewers for review and approval. |
Document Match - Retrieve potential matching POs in APFlow™ |
Click True to enable the retrieval of potential matches for POs in Document Match.
Click False to turn off the retrieval of potential matches for PO documents. |
Export Path |
During the export process a txt file is generated and must be saved. This file is necessary to import into the bridged accounting system. Identify a default file path here where all export files are saved. |
GL Format |
If set to True, select the format for the GL account number.
If set to False, do not use the GL account number format. |
Job Format |
If set to True, select the format for the job code.
If set to False, do not use the job code format. |
Launch AP Export Detail Report |
If set to True, after the export is successful, the AP Export Detail report is systematically generated. This is the default.
If set to False, the AP Export Detail report is not systematically generated.
Important: This report can be reproduced through the Retrieve | Report menu at any time. Click here for details. |
Processor Compliance Warnings |
Determine what type of prompt generates to the Processor when vendor or subcontract items are out of compliance. None is the default.
Prompt Types
None = No prompt/No issue Warning = The Processor can still route or approve. Error = The Processor must address the error before continuing. |
Reviewer Compliance Warning |
Determine what type of prompt generates to the Reviewer when vendor or subcontract items are out of compliance. None is the default.
Prompt Types
None = No prompt/No issue Warning = The Reviewer can still route or approve. Error = The Reviewer must address the error before continuing. |
Use Post Date |
Determines whether to use the post date on the Invoice Entry screen or at the time of export. |
